Anthony A. Paolo

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

RI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Cranston, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fay Law Associates	Cranston	RI	06/2017	04/2019
New York Life Insurance Co.	Johnston	RI	04/2019	10/2020
Nylife Securities Llc	Johnston	RI	06/2019	10/2020
University Of Rhode Island	Warwick	RI	01/2015	06/2017
Fidelity Investments	Smithfield	RI	05/2022	Present
Fay Law Associates	Cranston	RI	10/2020	05/2022
Fidelity Investments	Boston	MA	03/2025	Present

06/2017 → 04/2019

Fay Law Associates

Cranston, RI
04/2019 → 10/2020

New York Life Insurance Co.

Johnston, RI
06/2019 → 10/2020

Nylife Securities Llc

Johnston, RI
01/2015 → 06/2017

University Of Rhode Island

Warwick, RI
05/2022 → Present

Fidelity Investments

Smithfield, RI
10/2020 → 05/2022

Fay Law Associates

Cranston, RI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2025-01-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Smithfield, RI

Cranston, RI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-03
S63	Uniform Securities Agent State Law Examination	2019-10-09

S66 Uniform Combined State Law Examination

2025-01-03
S63 Uniform Securities Agent State Law Examination

2019-10-09

Other Names

Anthony Paolo

View on SEC IAPD

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